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Chad Barber

Strategic Advisers LLC

Westlake, TX

Rhome, TX

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

One Destiny Way, Westlake, TX 76262-8103 • United States

Rhome, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Westlake TX 07/2021 Present
Unemployed Richmond VA 05/2021 07/2021
Brooks Baltich Insurance Agency Bon Air VA 06/2018 04/2021
B2 Insight University Midlothian VA 06/2018 04/2021
Kroger Midlothian VA 05/2018 10/2019
Dr. David Andrews & Associates Midlothian VA 05/2017 06/2018
Virginia Commonwealth University Richmond VA 01/2019 05/2021
Dr. David Barber & Associates Midlothian VA 01/2016 05/2017
Fidelity Investments Boston MA 03/2025 Present
  • 07/2021 → Present
    Fidelity Investments
    Westlake, TX
  • 05/2021 → 07/2021
    Unemployed
    Richmond, VA
  • 06/2018 → 04/2021
    Brooks Baltich Insurance Agency
    Bon Air, VA
  • 06/2018 → 04/2021
    B2 Insight University
    Midlothian, VA
  • 05/2018 → 10/2019
    Kroger
    Midlothian, VA
  • 05/2017 → 06/2018
    Dr. David Andrews & Associates
    Midlothian, VA
  • 01/2019 → 05/2021
    Virginia Commonwealth University
    Richmond, VA
  • 01/2016 → 05/2017
    Dr. David Barber & Associates
    Midlothian, VA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-01-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-06
S63 Uniform Securities Agent State Law Examination 2021-12-08
  • S66 Uniform Combined State Law Examination
    2023-01-06
  • S63 Uniform Securities Agent State Law Examination
    2021-12-08
Other Names
  • Chad Alexander Barber
  • Chad Barber

View on SEC IAPD

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LPL FINANCIAL LLC
ADVISOR RESOURCE COUNCIL
CHARLES SCHWAB & CO., INC.
SCHWAB WEALTH ADVISORY, INC.
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC

Other Investors

MATTHEW R MCMANUS
VICTOR MURDAUGH WHITE
JACOB BRANDON KINNARD
RYAN WILLEY
MICHAEL D FRANTZ
JACOB W RANKIN
EDWARD WHALEN
BRANDON JAMES GOODWIN

Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX
EDWARD JONES · Westlake, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX
LPL FINANCIAL LLC · TROPHY CLUB, TX
ADVISOR RESOURCE COUNCIL · Trophy Club, TX
EDWARD JONES · TROPHY CLUB, TX
CHARLES SCHWAB & CO., INC. · Westlake, TX

More in Westlake, TX

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